MGO (Macias Gini & O'Connell LLP)

• Perform intermediate to advanced US international tax functions related to tax specifications and prepare and execute tax returns
• Assign work, provide guidance, supervise lower-level associates, and develop engagement team
• Utilize research skills, apply tax foundational knowledge, and recognize and communicate potential tax risks
• Prepare tax accrual workpapers and work with tax software applications to complete tax returns for review
• Review US income tax treaties and US income tax positions for a variety of clients
• Participate in tax planning and support consulting projects; learn and grasp US international tax concepts
• Supervise engagement project management, billing, ensure QC (technical) standards
• Maintain client communications, meet deadlines, and ensure quality client deliverables
• Provide timely performance feedback to lower-level associates and ensure workpapers are complete and consistent

Senior Tax Associate, International Tax

Insurance

• Working with our corporate audit team and be responsible for reporting to and working with management teams and staff to prepare and plan budgets and engagements, coordinate, and communicate with clients, develop, and exhibit a command of audit techniques and methods, all while ensuring best business practices are in place and client satisfaction is always met.
• Focus on external audit engagements for both public and private companies in a variety of industries.
• Performing audits under of U.S. Generally Accepted Accounting Principles (GAAP) U.S. Generally Accepted Auditing Standards (GAAS), Public Company Oversight Board (PCAOB).
• Supervise lower-level associates and lead engagements, including coordinate workflow with client; resolve intermediate to advanced audit, accounting, and client service issues; review work papers and other products produced by lower-level associates and keep engagement progressing as planned and budgeted.
• Prepare time budgets on engagements and assist in the planning of audit or client engagements.
• Prepare draft financial statements and audit complex areas such as debt, derivatives and/or unusual transactions.
• Ensure all work papers are complete, consistent, and contain procedures performed, evidence obtained, and conclusions reached.
• Identify key issues facing clients and discuss possible solutions to increase quality and efficiency.
• Develop a command of GAAP, GAAS, GAGAS, and any other common audit techniques.

Senior Associate, Audit and Assurance

• Leading Managing and Holding People Accountable (LMA)
• Learn and begin applying growth process (participates in assigned RC, pipeline support, COPs, etc.)
• Supervise the engagement (job) / Ensures QX (technical) standards
• Takes care of the client (meets deadlines, timely communication)
• Analytical skills (tax knowledge, monthly accounting reports, investment reports)
• Gain an understanding and assist in planning multiple tax assignments in various industries
• Provides proactive and strategic advice on all business and financial matters. Budgets, monitors, and assesses the effective and efficient use of operating, research and reserve funds.
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Compiles work papers and other accounting reports.
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignments from beginning to end
• Prepares and indexes working papers; performs various procedures to verify accuracy and validity of client’s financial matters
• Prepares appropriate schedules and reports as requested by clients and managers/partners.

Tax Supervisor, Business Management

• Provide administrative support to industry leaders delivering Tax services
• Familiar with Tax Return Assemblies, E-Filing and workflow process
• Assembly of tax returns and e-filing
• Assist Partner who oversees Tax Operations with implementing new systems, software, processes and procedures and integrating new offices
• Supervise service line on-boarding and continuing staff training
• Managing service line administrative procedures and workflows
• Lead the administrative team and hold them accountable
• Ensures that all Tax data and retention policies are met
• On-boarding and training of new Tax Administrative team members
• Provide continuing training, tools, and alerts to Tax Administrative team members
• Help implement solutions to streamline and automate processes and procedures
• Assist Tax report formatting and adheres to Quality Control and other policies and procedures
• Manage changes to the users and related costs of the Tax application technology stack
• Communication on firmwide Tax Administrative items/updates/need to know information
• Assist with Professional Development initiatives including coordinating trainings and CPE for Tax team
• Upload and maintain Administrative information to Virtual Cabinet
• Update Tax intranet home page
• Participate in national and regional projects and supervise small teams within a department
• Assist with client management including onboarding and collecting necessary documents
• Assist with client billing following up on account receivables and collection efforts
• Assist Partner with other special operations projects as needed
• Supervisory responsibilities: Tax Administrative team firmwide

Tax Operations Manager

• Do accounting & assurance functions for clients
• Plan, budget, execute & manage client engagements and/or audits
• Prepare reporting products and billing worksheets
• Complete & deliver services timely and efficiently
• Oversee lower-level associates, provide feedback, and conduct performance reviews
• Resolve issues independently and identify opportunities to grow services to clients
• Monitor and manage hourly yields for billings and pursue cost savings
• Communicate with associates, HQ personnel, management, partners, and clients
• Participate in professional associations and assist in firm management/administration/personnel functions as assigned
• Limited national travel to client sites and office events/trainings

Assurance Supervisor

• Provide hands-on, day-to-day audit support as part of engagement teams
• Perform financial statement audits for state and local government entities
• Understand and recognize potential audit issues through analysis of relevant documentation
• Clearly and accurately document execution of specific audit procedures per engagement objectives and standards
• Maintain strong client focus and develop productive working relationships with client personnel
• Collaborate with team members, contribute ideas, and assume responsibilities
• Pursue professional development opportunities and share information with co-workers
• Travel to client sites as required

Assurance, Experienced Associate, SLG

Account Manager

• Performs the daily, weekly, monthly and yearly bookkeeping activities of the assigned “basic” client
• Identify and help solve engagement (job) technical issues, anomalies, non-routine items
• Conducts self in a professional manner related to all client communications and interactions
• Conducts self in a professional manner related to all engagement team communications and interactions
• Receives, enters, approves, and, when necessary, investigates client's accounts payable invoices
• Communicates (both in verbal and written form) with clients, client suppliers, vendors, and banking contacts
• Handles client mail
• Prepares appropriate schedules and reports as requested by clients and managers/partners
• Deposits accounts receivables into client bank accounts
• Handles client payroll
• Books journal entries
• Assists accountants on tax return preparation
• Generates 1099's

Senior Account Manager

• Prepare and review complex tax returns for individuals, corporations, partnerships, trust & estate and other entities
• Conduct tax research and provide technical support on various tax issues
• Assist with tax planning and advisory services for clients
• Ensure compliance with federal, state, and local tax regulations
• Identify and communicate tax planning opportunities to clients
• Develop and maintain strong client relationships
• Mentor and train junior staff members
• Stay current with changes in tax laws and regulations
• Participate in special projects and other duties as assigned

Senior Tax Associate

• Perform intermediate level accounting functions related to tax specifications
• Utilize research skills and apply tax foundational knowledge to understand potential tax issues
• Gather client information necessary for filing and work with clients to collect required data
• Participate in tax planning and recognize and communicate potential risks
• Prepare tax accrual work papers and work with tax software applications to complete tax returns for review
• Work with the tax team to prepare and learn to review tax returns
• Provide timely, high quality client service that meets or exceeds client expectations
• Recognize and inform senior management of opportunities to increase level and types of services to clients
• Ensure professional development through ongoing education and obtaining additional certifications
• Handle routine client tax questions and complete research and special projects as needed
• Perform other duties as assigned by Seniors, Managers, or Partners
• Overtime during busy season; minimal hazards

Experienced Tax Associate

• Perform advanced level accounting functions related to tax specifications and perform as a lead by assigning work and providing guidance to lower level associates.
• Advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance.
• Identify different methods of complying with tax regulations while acting as the primary client contact for complex tax issues.
• Apply knowledge to understand potential tax issues, and recognizing and communicating potential risks and potential changes in the tax policy.
• Manage engagements: project management, billing, ensure QC standards.
• Develop engagement team: prepares seniors to the next level; supervise and train staff to prepare returns.
• Efficiently review engagement work papers and tax returns for Partnerships and high net worth individuals.
• Develop expertise in responding to tax authority notices and client representation.
• Oversee and supervise multiple engagements in progress simultaneously; manage client accounts including billing, fee analysis and new service development.
• Research complex tax matters and clearly communicate findings and recommendations.
• Identify new business development opportunities and assist in growing existing client services.

Tax Manager – Credits and Incentives

• Responsible for financial statement audit engagements for both public and private companies across various industries
• Understand and recognize potential audit issues through analysis of relevant documentation
• Clearly and accurately document the execution of specific audit procedures in accordance with the engagement objectives, budgeted time frame, and appropriate standards
• Demonstrate an approachable, professional and competent demeanor in the client's environment
• Maintain a strong client focus; respond to client requests in a friendly and efficient manner and develop/maintain productive working relationships with client personnel
• Collaborate with team members in setting goals and assuming responsibilities
• Contribute ideas/opinions to the audit teams and listen/respond to other team members' views
• Pursue professional development opportunities, including external and internal training and professional association memberships, and share information gained with co-workers
• This role will require some travel to and from client sites